KBWB vs QABA

AKBWB

BQABA

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,116KBWB · QABA $13,061

Lowest cost0.35%KBWB · $35 on $10k

Most income2.30%QABA · $230 on $10k

Smallest drop−12.5%QABA · worst fall in 1Y

Held in common0.0%KBWB and QABA

KBWB

QABA

Invesco KBW Bank ETF · $6.9BFirst Trust NASDAQ ABA Community Bank Index Fund · $89M

+35.9%3 years · per year$25,073 · $18,774+23.4%

+7.1%5 years · per year$14,116 · $13,061+5.5%

0.35%Expense ratio$35 · $63 on $10k · lower wins0.63%

2.12%12-mo yield$212 · $230 on $10k2.30%

−16.4%Worst dropSmaller wins−12.5%

20.5%VolatilityLower wins20.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsKBWB · QABA

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.12%	−3.5%	+6.2%	+17.1%	+35.9%	+7.1%	−16.4%	$6.9B
2	BQABA	First Trust NASDAQ ABA Community Bank Index FundRead Desk		0.63%	2.30%	−2.3%	+20.1%	+28.0%	+23.4%	+5.5%	−12.5%	$89M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.12%	−3.5%	+6.2%	+17.1%	+35.9%	+7.1%	−16.4%	$6.9B
2	BQABA	First Trust NASDAQ ABA Community Bank Index FundRead Desk		0.63%	2.30%	−2.3%	+20.1%	+28.0%	+23.4%	+5.5%	−12.5%	$89M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

KBWB vs QABA

KBWB

Invesco KBW Bank

$14,116

QABA

First Trust NASDAQ ABA Community Bank Index Fund

$13,061

MeasureKBWBQABA

Fee0.35%0.63%

Cost on $10k a year$35$63

Yield2.12%2.30%

5 years, per year+7.1%+5.5%

3 years, per year+35.9%+23.4%

Worst drop · 1Y−16.4%−12.5%

Volatility · 1Y20.5%20.0%

3–3measures won
level

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: KBWB, QABA

Today

0.0%most shared, KBWB and QABA

KBWBQABA

KBWB—0.0%

QABA0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, KBWB

KBWB$212 − $35 = $177

QABA$230 − $63 = $167

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee